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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001843566

Greenhouse Wealth Management, LLC

WESTPORT, CT · File #028-20613

Latest AUM
$169.1M
Positions
60
Top-10 Concentration
79.7%
Filings
12

Sector Allocation

Financials
4.5%$7.6M
Technology
2.4%$4.0M
Industrials
0.6%$956,952
Consumer Staples
0.2%$296,461
Energy
0.1%$236,753
Healthcare
0.1%$243,522

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR S&P 500 ETF TRSPY88,997$60.7M36.33%
2ISHARES TR46428720022,314$15.3M9.15%
3VANGUARD INDEX FDS92290874465,586$12.5M7.50%
4VANGUARD INDEX FDS92290836314,610$9.2M5.48%
5VANGUARD INDEX FDS92290876924,483$8.2M4.91%
6INVESCO QQQ TRIVZ12,296$7.6M4.52%
7VANGUARD INDEX FDS92290875125,917$6.7M4.00%
8VANGUARD STAR FDS92190976886,347$6.5M3.90%
9ALPHABET INCGOOG10,462$3.3M1.96%
10VANGUARD INDEX FDS92290861115,255$3.2M1.93%
11VANGUARD INDEX FDS9229087365,142$2.5M1.50%
12ISHARES GOLD TRIAU25,196$2.0M1.22%
13MICROSOFT CORPMSFT3,834$1.9M1.11%
14APPLE INCAAPL6,207$1.7M1.01%
15PROSHARES TR74347X83131,226$1.6M0.99%
16SCHWAB STRATEGIC TR80852460757,267$1.6M0.98%
17SCHWAB STRATEGIC TR80852480564,938$1.6M0.93%
18VANGUARD INTL EQUITY INDEX F92204277520,797$1.5M0.92%
19ALPHABET INCGOOG4,566$1.4M0.86%
20VANGUARD INDEX FDS9229085383,895$1.1M0.65%